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Edwards Lifesciences

690 hedge funds and large institutions have $16.6B invested in Edwards Lifesciences in 2017 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 206 increasing their positions, 284 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 83

1% more funds holding

Funds holding: 686690 (+4)

2% less capital invested

Capital invested by funds: $17B → $16.6B (-$364M)

4.79% less ownership

Funds ownership: 254.01%249.22% (-4.8%)

27% less repeat investments, than reductions

Existing positions increased: 206 | Existing positions reduced: 284

34% less call options, than puts

Call options by funds: $71.2M | Put options by funds: $107M

50% less funds holding in top 10

Funds holding in top 10: 147 (-7)

Holders
690
Holders Change
+4
Holders Change %
+0.58%
% of All Funds
17.18%
Holding in Top 10
7
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-50%
% of All Funds
0.17%
New
99
Increased
206
Reduced
284
Closed
83
Calls
$71.2M
Puts
$107M
Net Calls
-$36.2M
Net Calls Change
-$1.95M
Name Holding Trade Value Shares
Change
Change in
Stake
N
501
Natixis
France
$412K +$411K +13,125 New
FBT
502
First Bank & Trust
South Dakota
$410K +$332K +10,599 +426%
SBA
503
Seven Bridges Advisors
New York
$406K -$27.2K -870 -6%
HSA
504
HBK Sorce Advisory
Pennsylvania
$393K +$25K +798 +7%
GC
505
Globeflex Capital
California
$392K
MHS
506
M Holdings Securities
Oregon
$389K +$5.82K +186 +2%
PSUF
507
People's United Financial
Connecticut
$388K -$284K -9,087 -42%
Jane Street
508
Jane Street
New York
$387K -$5.07M -162,087 -93%
GHA
509
Garcia Hamilton & Associates
Texas
$387K -$1.71M -54,621 -84%
PFA
510
Pure Financial Advisors
California
$387K
ECM
511
Everence Capital Management
Indiana
$383K
RIL
512
Rothschild Investment LLC
Illinois
$381K -$4.51K -144 -1%
FTIOP
513
Fiduciary Trust International of Pennsylvania
Pennsylvania
$378K -$2.73M -87,054 -88%
SB
514
Simmons Bank
Arkansas
$377K
TRIM
515
Thompson Rubinstein Investment Management
Oregon
$377K
AI
516
Atria Investments
North Carolina
$352K +$352K +11,229 New
SBL
517
Sargent Bickham Lagudis
Colorado
$351K
BAS
518
Brown Advisory Securities
Maryland
$350K +$25.7K +822 +8%
GXMC
519
Global X Management Company
New York
$350K +$75.2K +2,403 +27%
AIM
520
Aspen Investment Management
Michigan
$345K -$7.23K -231 -2%
CWM
521
Concert Wealth Management
California
$343K
CCIA
522
Campbell & Co Investment Adviser
Maryland
$343K +$343K +10,950 New
ECM
523
ETrade Capital Management
Virginia
$339K -$143K -4,563 -30%
SS
524
Simplicity Solutions
Minnesota
$335K +$335K +10,695 New
Capstone Investment Advisors
525
Capstone Investment Advisors
New York
$331K +$331K +10,566 New

EW Hedge Fund Activity: Q1 2017 in Review

690 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Edwards Lifesciences (EW) for Q1 2017, worth a combined $16.6B — down 2.1% from $17B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new EW positions and 83 closed out — a net gain of 16 holders — while 206 added to existing stakes and 284 trimmed.

The largest buyer was BlackRock, adding an estimated $1.26B. The largest seller was Fidelity Investments, cutting an estimated $496M.

  • 690 institutional investors held Edwards Lifesciences (EW) as of Q1 2017, up from 686 in Q4 2016.
  • Funds reported $16.6B of Edwards Lifesciences stock for Q1 2017, down 2.1% quarter-over-quarter.
  • 99 funds opened new Edwards Lifesciences positions in Q1 2017 and 83 closed out, a net change of +16 holders.
  • The largest Edwards Lifesciences buyer in Q1 2017 was BlackRock, an estimated $1.26B added.
  • The largest Edwards Lifesciences seller in Q1 2017 was Fidelity Investments, an estimated $496M sold.

Based on aggregated 13F filings for Q1 2017.